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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,594 | $78,015+41.8% | $178,505-38.0% | $80,959+36.6% |
| Participation rate | 62.9% | 65.7%-2.8pp | 77.1%-14.3pp | 67.7%-4.8pp |
| Annual return | 9.73% | 18.10%-8.4pp | 27.16%-17.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $514 | $2,281-77.5% | $3,955-87.0% | $2,757-81.4% |
| Participant deferral / active EE | $3,614 | $4,406-18.0% | $6,280-42.5% | $4,300-16.0% |
| Admin fee / account holder | $3,783 | $7,160-47.2% | $10,428-63.7% | $6,925-45.4% |